4 ms·

Not too surprising that Nadella's comments are focused on AI, even as the growth is all coming from legacy products (and not yet Bing Search or AI-powered produ

• Someone1234 3y ago
  LLMs could really be a big deal for particularly their Bing market share though. They've managed to put themselves right in the path of a huge industry shift, and it is fantastic for Microsoft's future. Google by contrast is looking at a sinking market share because they've missed the boat so hard and managed to continuously embarrass themselves by rushing out half-baked presentations and products.
  • npilk 3y ago
    Absolutely - they're in the catbird seat, and it makes sense that they would focus on AI/LLMs in earnings commentary to highlight potential future growth. But for now, Bing is still tiny compared to Azure, O365, Teams, etc., which is what drove their growth this quarter. However, I'm guessing those 'legacy' products are also benefiting from some positive brand association based on the last 3-6 months or so. Basically, even if they haven't yet realized meaningful revenue directly from Bing Chat/LLMs/AI-enabled products, they may already be capturing some meaningful indirect benefits through their other products.
  • jameshart 3y ago
    LLMs (and other generative and interpretative AI) are going to be massive in the office/exchange/teams space. For the first time since ‘copy/paste’ there’s something in the productivity tools space that could significantly alter how people use their computers. And Microsoft have positioned themselves to be the first to take advantage.